Helping your clients assess the climate impact of their Portfolio

November 15, 2021

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

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Helping your clients assess the climate impact of their Portfolio

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With greater focus being placed on COP 26 and the ongoing fight against climate change, it is no wonder that clients are starting to ask important questions about the impact of their investment portfolios. Investors are starting to care more about what they are investing in and what impact those investments may have on the environment.

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As a financial adviser it is important to be able to answer these questions and to provide investment alternatives to clients who are looking for greener investment alternatives.

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Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

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Helping your clients assess the climate impact of their Portfolio

Helping your clients assess the climate impact of their Portfolio

Deep dive on Australian inflation and the latest from the US

Rate expectations push markets down for the month

Diamonds in the rough with Southeastern Asset Management

Are we there yet, or is is just another short squeeze?

Portfolio Construction: A Uniquely Australian Perspective

Inflation - Flash Update

We've got a bad case of FOMO, but it's not what you think

Markets ended up on the back foot after an unexpected U-turn by Fed Chair Jerome Powell on inflation. Or was it so unexpected?

The Santa Rally, Finally

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Tech stocks on the back foot, interest rate expectations rise

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Carbon credits and investing – is it the outcome we expect?

Better World makes a difference with investment in renewables

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

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